Advocis traces its origins to June 4, 1906, when members of the Life Underwriters Associations of Montreal, Quebec City, Prince Edward Island and Toronto founded the Life Underwriters Association of Canada (LUAC). The organization was later renamed Advocis, The Financial Advisors Association of Canada. On October 1, 1997, LUAC became the Canadian Association of Insurance and Financial Advisors (CAIFA), which merged with the Canadian Association of Financial Planners (CAFP) on November 7, 2003, via a special act of Federal Parliament and was formally incorporated as Advocis.
Advocis offers designation programs, continuing education opportunities, industry-leading publications and membership in a chapter network that includes mentorship, study groups, practice development, and more. The association provides educational programs for financial designations including the Chartered Life Underwriter (CLU), Professional Financial Advisor (PFA) and Certified Health Insurance Specialist (CHS) designations, as well as the Life License Qualification Program (LLQP) and other certificates intended to meet regulatory requirements for financial advisor Continuing Education. Headquartered at 10 Lower Spadina Avenue in Toronto, Ontario, Advocis is a nonprofit with 51-200 employees.
Recent Leadership News
As the country's largest and most established professional association for financial advisors, Advocis appointed Arun Channan as Chair of the Board of Directors in 2026. CEO Kelly Gorman stated "Arun brings an exceptional combination of strategic leadership, governance expertise, and a long record of service to Advocis." In 2024, after two years in the red, Advocis reported a net surplus of $1.8-million.
This is an automatically generated Light company page created by Executive Moves editorial systems from verified public announcements. Information is kept deliberately concise until the page is claimed and enriched.
Facts compiled by Executive Moves from publicly available news and press releases on 7 July 2026. Spotted an inaccuracy? Email us and we'll review within 1 business day.
To upgrade to a Premium Profile reach out to us at info@executive-moves.com.
Are you on the Advocis, The Financial Advisors Association of Canada team?
This is a Light company page, auto-generated from public news coverage. Claim it to verify the company description, add logo and links, and control how your organisation is represented on Executive Moves.
Claim this company →
